My mission is to make access to clear financial advice a positive experience for everyday people.

Being a financial advisor is not just a career for me; assisting people with their money matters is a passion!

Why did I choose to enter this profession? Here is my story… To say “I’ve had some ups and downs in my life” would be an understatement! I grew up in a family-owned business and witnessed, first hand, the consequences of both good and bad financial decisions.

When it came time for me to start planning for my own financial future, I wanted information to plan a solid course. However, when I spoke with advisors, I was often “sold” a product or bombarded with industry jargon. It was confusing, intimidating and frustrating.

I realized I was not alone in my experience. I decided to dedicate my life’s work, full-time, to becoming the type of advisor I would like to get advice from. An advisor who listens and fully understands how to apply sound financial practices to all aspects of everyday life.

As a result, I have made it my mission to make access to financial advice a good, positive experience for everyday people.

On a personal note, I enjoy gardening, sewing, cooking and sailing. I met my husband on a sailing adventure. My daughter is a ceramic artist in graduate school at Syracuse, NY.

Now that you know a bit about me. I look forward to getting to know you.

Qualifications, Experience & Other Things to Consider

  • Retirement Income Certified Professional (RICP®) — Given my advanced education and expertise specifically in income planning, I can better help you with the complexities of making your savings last throughout your retirement.
  • Chartered Federal Employee Benefits Consultant (ChFEBCSM) — Serving Federal, State and Local Government Employees, I am well versed and up-to-date about the broad range of your benefits and retirement choices.
  • Licensed Insurance Agent for Life, Health & Annuities — Insurance is an important part of any plan to mitigate losses and provide protections as well as fund your legacy for the next generation.
  • Certification in Long Term Care (CLTC®) — Together, we can develop an extended care plan to mitigate some of the adverse consequence’s longevity may have on you and your loved ones.
  • Medicare Consultant — I represent a variety of companies and plans to help you understand your choices. I can also handle your enrollment.
  • Enrolled Agent (EA), the highest credential the IRS awards — With my knowledge of IRS rules, I have the insight to recommend tax efficient investment strategies for you. I can also work in partnership with your tax advisor, if you have one.
  • Series 7, 6, 63 & 65 Licenses held with LPL Financial/LPL Investment Advisor Representative (IAR) — I can handle brokerage transactions for you in a wide variety of investments, such as stocks, bonds, mutual funds, ETFs, Brokered CDs, to name a few.

LET’S CREATE A PLAN THAT CAN GET YOU TO WHERE YOU WANT TO BE

Wealth creation is not an event, but more like a journey. Understanding where you are today and where you want to be is part of the adventure. Start exploring your vision today.